Mario has spent over a decade providing personalized guidance to clients, as they navigate their financial decisions. With a focus on tailored plans and professional support, Mario ensures that each client receives the attention and assistance they need to achieve their financial goals.
Mario believes in the power of a comprehensive process and approaches each client relationship from a strategic planning perspective Mario addresses every aspect of the financial journey – business strategies, investment opportunities, insurance needs, tax considerations, retirement planning, and estate management – and ensures that his clients feel fully equipped and confident in executing their financial plans
Mario is fluent in English, Spanish, and Portuguese; and he enjoys connecting with clients from every background.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
